Product Manager

Job Title: Product Manager

Location: Boston Massachusetts (4 days onsite a week)
Duration: 12 Months (with possible extension)

Performance Calculation Attribution and Data Validation/Troubleshooting (Manager)

Candidates should have strong experience with:

• Performance Calculation
• Performance Attribution
• Data Validation/Troubleshooting when results dont tie
• Experience within the Financial Industry

Must Have Skills

• 5 years of experience as a Business Systems Analyst Product Analyst or similar role within Asset Management / Financial Services
• Strong Asset Management domain experience
• Investment Performance Calculation experience
• Performance Attribution experience
• Performance Data Validation Reconciliation and Troubleshooting experience
• Hands-on SQL experience (querying data validation reconciliation ad hoc analysis)
• Experience working with Portfolio Performance or Risk teams

• Requirements Gathering and Stakeholder Management experience
• User Stories Acceptance Criteria and Functional Specifications experience
• Product Backlog Ownership / Agile Delivery experience
• Experience investigating and resolving performance calculation discrepancies when results do not tie
• Hands-on experience with Portfolio and Benchmark Data

Strong understanding of front middle and back-office operations

1. Trade Lifecycle
2. Portfolio Accounting
3. Reconciliation
4. Client Reporting

Knowledge of financial instruments

1. Equities
2. Fixed Income
3. Derivatives
4. ETFs
5. Mutual Funds
6. Alternatives

Preferred / Nice-to-Have Skills

• CFA CIPM or CAIA
• Power BI
• Python
• Snowflake Databricks Azure Synapse Microsoft Fabric
• JIRA / Azure DevOps
• AI tools (GitHub Copilot LLMs AI-assisted SDLC tools)

What We Value

• Self-starter mindset - you take ownership anticipate needs and drive work forward without being asked
• Intellectual curiosity about markets instruments and the investment management value chain
• Strong communication skills bridging technical teams and business stakeholders
• Forward-looking perspective on AI in the SDLC - not just awareness but enthusiasm for experimenting with and integrating AI tools into planning requirements testing and delivery
• Collaborative spirit with a bias toward clarity transparency and continuous improvement

Preferred Qualifications

• CFA charter holder or progress toward CFA designation (Level I II or III candidate); CIPM CAIA or equivalent certifications also valued
• Understanding of investment performance measurement (TWR MWR attribution analysis benchmark construction) and risk measures (VaR tracking error Sharpe ratio)
• Experience with Power BI for dashboard development or data visualization
• Working knowledge of Python for scripting data manipulation or automation
• Familiarity with cloud data platforms such as Microsoft Fabric Azure Synapse Snowflake or Databricks
• Experience with JIRA Azure DevOps or equivalent agile planning tools

Required Qualifications

• 5 years as a Business Systems Analyst or equivalent role within asset management or financial services
• Strong understanding of front middle and back office operations - trade lifecycle portfolio accounting investment performance reconciliation client reporting
• Working knowledge of financial instruments and products (equities fixed income derivatives alternatives ETFs mutual funds)
• Demonstrated ability to independently drive requirements gathering stakeholder workshops and documentation with minimal supervision
• Experience facilitating agile ceremonies and performing planning/coordination in a Scrum or Kanban environment
• Proficiency in SQL for querying data validation and analytical support
• Awareness of how AI and automation tools (e.g. GitHub Copilot LLM-based assistants AI test generation) are transforming the SDLC with willingness to champion adoption

Technical & Data Collaboration

• Write and maintain SQL queries for data validation reconciliation and ad hoc analysis supporting performance and benchmark data pipelines
• Build BI visualizations preferably using Power BI to drive decision-making and executive readouts
• Support adoption of AI-augmented practices across the SDLC - from AI-assisted requirements drafting and test case generation to automated documentation and delivery acceleration

Agile Delivery & Part-Time PM (20 40%)

• Facilitate agile ceremonies including sprint planning stand-ups retrospectives and backlog refinement
• Own and groom the product backlog in partnership with the Product Owner - stories well-defined estimated and prioritized
• Track sprint velocity manage dependencies and communicate delivery status to stakeholders and leadership
• Coordinate cross-functional delivery across data engineering analytics and QA workstreams
• Comfortable working directly with data including hands-on SQL and some Python plus a practical mindset on using AI to improve analysis requirements and delivery artifacts

Business & Domain Analysis

• Lead requirements elicitation sessions with business and operations across front to back-office teams in asset management with special focus on:

1. Investment Performance Calculations
2. Attribution
3. Portfolio and Benchmark Data

• Translate complex asset management business processes into user stories acceptance criteria and functional specifications
• Map current-state and future-state workflows across front middle and back-office operations identifying gaps and optimization opportunities
• Additional Requirements
• Hands-on product experience on investment platforms with clear ownership of requirements backlog and delivery while enhancing and evolving existing systems
• Deep asset-management domain experience specifically supporting:

1. Investment Performance
2. Attribution
3. Benchmarks
4. Partnering closely with Portfolio Performance or Risk Teams